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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7582 results found

  1. We'd like to be able to bulk import data to a table

    2 votes

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  2. Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.

    1 vote

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  3. Customer would like to be notified to all documents that are not yet completed every day or every couple of days

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  5. 1 vote

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  6. Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

    3 votes

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  7. Ability to change the location of the product image in the pricing table.

    2 votes

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  8. 3 votes

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  9. Have an option to edit the sent documents from the Actions Required section

    4 votes

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  10. 18 votes

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  11. Being able to change the editor's background in PandaDoc. Note: Not the page itself but the outer part of the page.

    (When customers are scrolling docs on their phone, the grey isn't a super perceptible shade which makes it hard for them to differentiate one page to the next)

    2 votes

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  12. variable for a line item total

    2 votes

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  13. 1 vote

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  14. ability to resize the optional item check box in the pricing table

    3 votes

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  15. i.e the ability to alphabetize documents while also setting the order for the status column

    4 votes

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  16. Ability to use HubSpot Custom Objects to pull information into PandaDoc.

    47 votes

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    Hi Pandas,

    I'm Alex, the Product Leader for the Integration Ecosystem at PandaDoc.

    I wanted to update you that we are actively considering the development of custom object mapping, which would allow you to connect your custom objects to PandaDoc’s data model for both retrieving and syncing information.

    Given that custom objects can be complex, we want to ensure we fully meet your requirements before moving forward. I've flagged this item on our roadmap, but I’d love to discuss it further with you to ensure we’re aligned on expectations.

    Please feel free to schedule a time with me here:

    https://calendar.app.google/pHa6Xud82oexdoyv6

    Looking forward to our conversation!

    Thanks, Alex

  17. A block which allows to draw in it; a function to draw images in the templates/documents.

    5 votes

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  18. Suggest edits on the Template level

    4 votes

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  19. custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.

    For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.

    4 votes

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  20. Hide Empty columns in a table

    2 votes

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